Extract Credits and Refunds
Extract credit notes, refund amounts, and adjustment information from invoices. Track credits applied and refunds issued automatically.
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Frequently Asked Questions
Can you extract credit notes?
Yes, credit notes and credit memos are extracted with their amounts shown as negative values, making them easy to identify and track separately from regular invoices.
How are refunds shown in the CSV?
Refund amounts appear as negative values in the totals, and refund line items are clearly marked. This makes it easy to reconcile refunds against original purchases.
What about partial credits?
Partial credit amounts are extracted exactly as shown on the invoice, whether they're percentage-based or fixed amounts. Both the credit and remaining balance are captured when visible.
Can you extract the reason for credits?
If the credit note includes a reason or explanation (damaged goods, pricing error, etc.), we extract that text and include it in the notes or description field.
How do store credits appear?
Store credit balances, gift card credits, and account credits are extracted and shown in the payment details section, making it easy to track customer account balances.